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President and Chief Compliance Officer · Common Cents Planning

Matthew S. Ellis

CRD 5588159 · Named on Form ADV at one SEC-registered adviser

At a glance

Common Cents Planning, an SEC-registered wealth manager based in Glen Mills, PA with $542 million in regulatory assets, lists Matthew S. Ellis on its Form ADV as President and Chief Compliance Officer, a control person.

Firms and roles

  • Common Cents PlanningPresident and Chief Compliance OfficerWealth manager · Glen Mills, PA · $542M in regulatory assets

AtlasMembers

Matthew’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.